See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,413 | $176,056+70.1% | $159,436+87.8% | $167,490+78.8% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 13.11% | 331.75%-318.6pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,514 | $5,297-33.7% | $4,829-27.2% | $4,837-27.4% |
| Participant deferral / active EE | $10,809 | $7,750+39.5% | $7,352+47.0% | $6,341+70.5% |
| Admin fee / account holder | $28,845 | $12,554+129.8% | $10,799+167.1% | $12,309+134.3% |